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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
76
SageView Advisory Group
California
$4.29M -$2.27M -20,833 -33%
FAFN
77
First Affirmative Financial Network
Colorado
$4.15M -$2.46M -22,562 -36%
LGWM
78
Litman Gregory Wealth Management
California
$4.1M -$21.7K -199 -0.5%
BCI
79
Brinker Capital Investments
Pennsylvania
$3.87M +$114K +1,042 +3%
OPS
80
Orion Portfolio Solutions
Nebraska
$3.87M +$114K +1,042 +3%
UCFA
81
United Capital Financial Advisors
Texas
$3.81M -$281K -2,573 -6%
LWP
82
Laurel Wealth Planning
Minnesota
$3.81M -$90.7K -831 -2%
OCM
83
One Capital Management
California
$3.72M -$399K -3,655 -9%
CWM
84
Cranbrook Wealth Management
Michigan
$3.71M -$80.3K -736 -2%
NCM
85
Neumann Capital Management
California
$3.7M +$21.8K +200 +0.6%
MP
86
Moment Partners
California
$3.52M -$93.4K -856 -2%
B
87
Bailard
California
$3.51M -$18.1K -166 -0.5%
AI
88
Accredited Investors
Minnesota
$3.5M -$191K -1,751 -5%
MFA
89
McClarren Financial Advisors
Pennsylvania
$3.48M +$2.35M +21,575 New
CCA
90
Childress Capital Advisors
Texas
$3.32M -$164K -1,505 -4%
Franklin Resources
91
Franklin Resources
California
$3.27M
BP
92
BBR Partners
New York
$3.23M -$90.1K -826 -3%
HGWM
93
Horst & Graben Wealth Management
Oregon
$3.2M -$218K -2,001 -6%
IWC
94
Integrated Wealth Concepts
Massachusetts
$3.19M -$62K -568 -2%
EH
95
Equitable Holdings
New York
$3.18M +$122K +1,118 +4%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$3.14M -$292K -2,677 -8%
P
97
Pitcairn
Pennsylvania
$3.1M +$19.1K +175 +0.6%
P
98
&Partners
Tennessee
$3.04M +$167K +1,530 +6%
SA
99
Sanctuary Advisors
Indiana
$3.01M +$29.7K +272 +0.9%
IFWM
100
Institute for Wealth Management
Colorado
$2.99M -$87.9K -806 -3%